An Australian commercial and industrial property group that leases space, runs a co-working product and raises capital from investors.
Many parts of the business, no single system
Commercial property, industrial property, a co-working product, marketing and investor relationships all needed tracking, each with its own process. Debt broker details sat in a messy list, and there was no one place to see where each deal or investor stood.
Built the structure around the business model
Built the property pipelines
Commercial and industrial pipelines that match how each deal moves.
Added co-working
Its own process next to commercial and industrial, in the same CRM.
Connected the real estate sites
Inquiries from the real estate listing sites now flow straight into HubSpot, so none are missed.
Automated marketing and lifecycle stages
Contacts move through clear stages, with automation doing the follow up.
Built the dashboards
Performance reporting across commercial, industrial, co-working and marketing.
Set clear processes
Clear steps and owners for every deal, so the team has accountability and leadership has full transparency.
Cleaned up the broker list
74 messy rows turned into 73 clean deals, with broken rows and a duplicate removed.
Designed investor profiles
An investor profile on each company, linked decision makers and an investor interest pipeline.
Before and after
Before
- Separate processes for each part of the business
- A messy broker list
- No investor database
- No single view of performance
After
- Commercial, industrial, co-working and marketing in one CRM
- Clean broker deals
- Investor profiles in HubSpot
- Dashboards for the whole business
A HubSpot that runs the business
Inquiries from the real estate sites land in HubSpot, every process has clear owners, and the team works with real accountability and transparency. Commercial, industrial, co-working, marketing and investor work all sit in one system, set up in a way that can grow with the business.
"Working with Alyssa has been instrumental in building a HubSpot system that truly runs our business... From pipeline architecture and automation to reporting dashboards and lifecycle alignment, she brings clarity and structure to every project."
E. NaughtonMarketing Manager"Alyssa has truly been a game-changer for our business. Since she stepped in, she has streamlined our operations, ensuring that every aspect of our business is not only covered but optimized for success. She communicates openly and transparently, always keeping us in the loop and providing valuable insights every step of the way. With her expertise and commitment, we have seen significant improvements in our processes and results."
T. HirschhornMarketing ManagerWhy it matters
One system that runs the business. Every line has its own process, every deal has an owner, and leadership sees it all in one place.
Sounds like your setup?
Tell us what's going on. We'll show you where the quick wins are on the first call.